Wealth Management Administrator

Wealth Management Administrator

Central Manchester

This independent wealth management provider based in the heart of Manchester are looking for an administrator with a minimum of 1 years experience in financial services.

Relevant Skills, Experience and Qualifications

• Previous experience in an adviser support role within Financial service practice
• Ability to work as part of a team as well as on your own initiative
• Ability to critically evaluate information, probe and challenge the facts
• A flexible and adaptable attitude towards work
• Ability to work accurately and in accordance with procedures
• Excellent time management, ability to meet deadlines
• Experience of using provider platforms and product provider extranet sites
• Experience of Microsoft Word, Excel, Outlook, Intelligent office

Responsibilities

• To provide administrative support to one or more financial advisers
• Dealing with day to day client and provider enquiries
• Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
• Preparing and submitting applications and supporting documents to product providers
• Maintaining accurate records of all verbal and non-verbal communications with the client
• Maintaining up to date client fact find information on the back-office system
• Maintaining client files in line with Compliance procedures